Client Area

James Foston

Financial Planner

On a daily basis, I meet with new and existing clients (I am their main point of contact), assessing their objectives and helping them meet these through our financial advice. I’m also involved in a number of business development initiatives, holding events with local solicitors and accountants. My role also involves helping to maintain and improve our back-office systems through our iO Team.

Specialisms

  • Pensions
  • Investments
  • Protection
  • Estate planning

What's the Best Thing About Working at IFP?

I like meeting new people and thoroughly enjoy using my technical knowledge to help our clients achieve their financial goals.

Now for the personal part…tell us about you

In my spare time, I like going to music and comedy gigs, watching sport (mostly football, rugby and cricket) and going to the pub to socialise with friends. As far as pets, I have a cat called Fanta, adopted from the RSPCA in October 2022.

Give us a fun fact

An interesting fun fact: I once spilled a cocktail on a member of the Arctic Monkeys in a pub in Sheffield.

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    Dawn T

    The whole process was very easy

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    Michael K

    Most professional company I've dealt with

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

Book a no obligation meeting at no cost to you